Create an Order

As a field rep, create orders to ensure that your products are always available at store shelves. You can create orders from the Tasks tab.

Available in Lightning Experience in Professional, Unlimited, and Enterprise Editions that have Consumer Goods Cloud enabled.

Note You can see this task only if your manager assigns it to your visit.

Under Tasks, tap the create order item.
Do one of the following:
- Tap Add All Products to Cart.
  Note The maximum number of products that you can add at a time is 200.
- To order only those products that your manager marked as favorites, tap Show Favorites.
- To look for a specific product, tap Search or Scan at the top of the screen.
Enter the quantity to order, and add it to the cart. Products marked Favorites come with a default order quantity. Change the quantity, if needed, before adding products to the cart.
Review the cart and verify the quantity, product value, and total order value.
Tap Confirm Order. The order creation item under Task is marked complete. However, you can continue to create orders for more products. In this case, the status of the task changes from Complete to In Progress.

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